Terms & Conditions

Last Updated: October 23, 2026


Welcome to the Stone Loft Wealth Management website. These Terms & Conditions ("Terms") govern your use of www.stoneloftwm.com (the "Website") and the text messaging program offered by Stone Loft Wealth Management ("we," "us," or "our"). By using the Website, you agree to these Terms. If you do not agree, please do not use the Website.


1. About Our Website

The Website provides information about Stone Loft Wealth Management and its fee-only wealth management services, including:

  • Financial Planning
  • Estate Planning
  • Executive Compensation Planning
  • Gifting Strategies
  • Charitable Planning
  • Lending Solutions
  • Portfolio Allocation


2. Informational Purposes Only

Information presented on the Website is for informational purposes only. It is not investment, tax, or legal advice, and it is not an offer or solicitation to buy or sell any security or to provide services in any jurisdiction where such an offer would be unlawful. Investments involve risk and are not guaranteed. Past performance does not guarantee future results.


Using the Website, submitting a contact form, or receiving a text message from us does not create an advisory relationship. An advisory relationship is established only through a signed written agreement with Stone Loft Wealth Management.


Our advisors may only discuss or transact business with residents of the states in which they are properly registered or licensed. Current registration information is available on FINRA BrokerCheck.


3. Client Portal and Third-Party Services

The Website links to a client portal and custodian login pages operated by third-party providers, such as eMoney and Charles Schwab. Your use of those services is subject to the provider's own terms and privacy practices. You are responsible for keeping your login credentials confidential.


4. Acceptable Use

When using the Website, you agree not to:

  • Use the Website for any unlawful purpose
  • Submit false or misleading information
  • Attempt to gain unauthorized access to the Website, client portal, or related systems
  • Interfere with or disrupt the operation or security of the Website
  • Copy, scrape, or reproduce Website content for commercial use without our written permission


5. SMS Messaging Program

Stone Loft Wealth Management offers a text messaging program for individuals who opt in. Messages may include updates, news, offers, appointment reminders, and responses to your inquiries related to our services.

  • How to Opt In: You may opt in by providing your mobile phone number and checking the SMS consent checkbox on our contact form. The checkbox is optional. Providing a phone number without checking the box does not enroll you in text messaging.
  • Consent: By opting in, you agree to receive recurring text messages from Stone Loft Wealth Management at the phone number provided. Consent is not a condition of purchasing any goods or services.
  • Message Frequency: Message frequency varies based on your interaction with our services.
  • Message and Data Rates: Message and data rates may apply. Contact your wireless carrier for details about your messaging plan.
  • Opt Out: Reply "STOP" to any message to unsubscribe. You may receive one final message confirming your request. After opting out, you will not receive further messages unless you opt in again.
  • Help: Reply "HELP" for assistance, or contact us at 484-473-9277 or info@StoneLoftWM.com.
  • Sensitive Information: Our text messages will never ask for Social Security numbers, account numbers, or passwords. Please do not send sensitive financial information by text message, and do not use text messaging to place trade instructions.
  • Carrier Liability: Wireless carriers are not liable for delayed or undelivered messages.
  • Privacy: Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties. Please review our Privacy Policy for more information.


6. Intellectual Property

The Website and its content, including text, graphics, logos, and design, are owned by or licensed to Stone Loft Wealth Management and are protected by applicable intellectual property laws. You may view and print Website content for personal, non-commercial use only.


7. Third-Party Links

The Website may contain links to third-party websites, including custodians, FINRA BrokerCheck, and other resources. We are not responsible for the content, policies, or practices of third-party websites.


8. Disclaimer of Warranties

The Website and its content are provided "as is" and "as available," without warranties of any kind, express or implied. We do not guarantee that the Website will be uninterrupted, error-free, or that its content is complete or current.


9. Limitation of Liability

To the fullest extent permitted by law, Stone Loft Wealth Management will not be liable for any indirect, incidental, consequential, or special damages arising from your use of, or inability to use, the Website or its content.


10. Governing Law

These Terms are governed by the laws of the Commonwealth of Pennsylvania, without regard to its conflict-of-law principles.


11. Changes to these Terms

We may change these Terms from time to time. If we make changes, we will revise the "Last Updated" date at the top of these Terms. Continued use of the Website after changes are posted means you accept the revised Terms.



12. Contact Us

If you have any questions about these Terms, please contact us:

Stone Loft Wealth Management West Chester, Pennsylvania Phone: 484-473-9277 Email: info@StoneLoftWM.com